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Jean-Baptiste Wautier (BC Partners) on the investor matrix and why Europe is losing capital
Long term investors win when they respect macro risk, culture, and liquidity.
In this conversation, Thomas digs into how Jean-Baptiste thinks about capital deployment after two decades in private equity, from BC Partners CIO to his family office, board roles at Pershing Square and Howard Hughes, and now teaching at Sciences Po. 💡
He lays out his investor matrix in plain language: start with macro trends, never invest in what you do not truly understand, insist on durable competitive advantage, be obsessed with people and culture, and always buy optionality on both growth and exit. Simple to…
The skinny
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